§ RETAIL
USD · RetailBNED
BARNES & NOBLE EDUCATION INC
USDSector · Retail
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
68 increased/new, 31 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| IMMERSION CORP | 11.2M | 68.4% | ±0% |
| Kanen Wealth Management LLC | 3.4M | 10.9% | +1% |
| Windward Management LP | 1.7M | 11.5% | ±0% |
| BlackRock, Inc. | 1.1M | 0.0% | −1% |
| Morgan Stanley | 1.0M | 0.0% | n/a |
| Prescott Group Capital Management, L.L.C. | 882K | 0.8% | ±0% |
◇ AC INTELLIGENCE
Top institutional owners for BNED as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER24.2% · 0 holders
OTHER60.9% · 53 holders
DEALER / BANK8.5% · 18 holders
PASSIVE / INDEX4.9% · 7 holders
TACTICAL / MACRO0.6% · 2 holders
SYSTEMATIC / QUANT0.4% · 3 holders
QUALITY / COMPOUNDER0.4% · 5 holders
ACTIVIST0.1% · 1 holder
INCOME / DEFENSIVE0.0% · 3 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for BNED in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention BNED yet.